Semiconductor News & Analysis Feed
487 articles
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-10
digitimes.com
2026-06-10
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia's growing role in automation across industry, services, and the home.
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
www.eurasiareview.com
2026-06-10
Eurasia Review
www.eurasiareview.com
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2026-06-10
tomshardware.com
2026-06-10
Jeffrey Kampman
After first announcing its scarily capable Mythos Preview model back in April, Anthropic is releasing a public version of Mythos, called Fable 5, that it says is "safe for general use."
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
Qualcomm
David Moadel
Tue, June 9, 2026 at 8:47 AM PDT 5 min read
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Qualcomm dropped 8% and Marvell Technology fell 10% as ByteDance's custom ASIC deal ignites export-control fears and a secto
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%
Catherine Talavera
Tue, June 9, 2026 at 6:39 AM PDT 2 min read
AMAT
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this
2026-06-09
www.electronicsweekly.com
2026-06-09
Electronics Weekly
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2026-06-09
news.google.com
2026-06-09
EE Times Asia
2026-06-09
news.google.com
2026-06-09
EE Times Asia
2026-06-09
digitimes.com
2026-06-09
Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei. "Nvidia introduced four new products this week," he told reporters in Seoul.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-08
nasilemaktech.com
2026-06-08
Nasi Lemak Tech
nasilemaktech.com
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2026-06-08
www.asiaresearchnews.com
2026-06-08
Asia Research News |
□ The Institute of Next-Generation Semiconductor Convergence Technology (Director Kim Dae-hwan) at DGIST (President Lee Kunwoo) has been selected for the “Project for Utilizing Highly Experienced Professionals to Support Semiconductor Technology Development,” a new project under the “2026 Nano and Materials Technology Development Program: Infrastructure Development (Fab Advancement),” organized by
2026-06-08
www.asiaresearchnews.com
2026-06-08
Asia Research News |
(a) Schematic diagram of twisted bilayer MoS2 (tb-MoS2) forming periodic moiré patterns stacked on top of thickness-dependent semimetal Bi quantum well states (∆E_QWS). The twisted bilayer MoS2 and the Bi metal thin film provide electronic confinement effects parallel and perpendicular to the film plane, respectively, jointly regulating the spatial arrangement of electrons.
(b) Thickness control o